DigitalOcean Holdings, Inc. · DOCN · Next earnings

DigitalOcean Holdings, Inc. reports Tuesday, Nov 3, 2026

DOCN reports before market open with consensus EPS at $0.32 and revenue at $306.7M. Last quarter: DigitalOcean raises 2026 and 2027 growth outlook as AI workloads scale

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.32 Calendar consensus
Consensus revenue $306.7M Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session Before market open 0 days away

Where DOCN left off: FY2026 Q3

Full report

DigitalOcean raises 2026 and 2027 growth outlook as AI workloads scale

EPS surprise — Reported — vs $0.32
Revenue surprise — Reported — vs $306.7M
Stock move -0.7% Event window
Subsequent drift 0.0% Up to 20 sessions

The supplied analysis says management raised its FY2026 revenue-growth outlook to approximately 34% and its FY2027 outlook to 60%+. The prior-quarter analysis cited approximately 30% for FY2026 and 50%+ for FY2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Data-center construction or power-supply delays could affect capacity deployment.
  • Capital intensity, equipment costs, and financing needs could weigh on returns.
  • Normalization of spot-price markets or weaker operating leverage could pressure margins.

Questions analysts left open

  • Differentiation of the Inference Engine and routing capabilities.
  • Timing and CPU/GPU mix of capacity additions, and capex per megawatt and return on invested capital.
  • Financing needs beyond the ATM program and implications for operating leverage and 2027 margins.

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Recent DOCN quarters

All DOCN earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.